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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	TCI Wealth Advisors Tucson, Arizona	$27K	-$364	2	0.02%	Reduced
552	BAM Brave Asset Management Summit, New Jersey	$26K	-$25.5K	1	0.02%	Reduced
553	LNB Ledyard National Bank	$25K	$0	1	0%	Maintained
554	Wolverine Asset Management Chicago, Illinois	$25K	$0	1	0%	Maintained
555	MCM MV Capital Management Bethesda, Maryland	$24K	$0	1	0.01%	Maintained
556	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$24K	$0	1	0%	Maintained
557	FMP Financial Management Professionals Austin, Texas	$23K	$0	2	0.01%	Maintained
558	Brookstone Capital Management Wheaton, Illinois	$21K	+$20.1K	1	0%	New
559	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$20K	+$14.7K	3	0.01%	Increased
560	Balentine LLC Atlanta, Georgia	$19K	-$9.23K	1	0%	Reduced
561	Benjamin F. Edwards & Company St. Louis, Missouri	$19K	+$14.2K	2	0%	Increased
562	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$18K	-$28.2K	2	0%	Reduced
563	QAM QCI Asset Management Pittsford, New York	$17K	$0	2	0%	Maintained
564	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$15K	$0	1	0.01%	Maintained
565	KT Kanaly Trust Houston, Texas	$15K	+$10.1K	2	0%	Increased
566	EWM Edge Wealth Management New York	$14K	$0	1	0%	Maintained
567	HCM Herndon Capital Management Atlanta, Georgia	$14K	+$13.3K	1	0%	New
568	WA WFG Advisors Dallas, Texas	$14K	+$80	2	0%	Increased
569	TWI Thomas White International Chicago, Illinois	$13K	+$4.34K	1	0%	Increased
570	NSIM North Star Investment Management Chicago, Illinois	$12K	$0	1	0%	Maintained
571	Wealthfront Palo Alto, California	$12K	+$10.6K	1	0%	Increased
572	Flow Traders U.S. New York	$11K	$0	1	0%	Maintained
573	FWM Focused Wealth Management Newburgh, New York	$11K	-$7.25K	3	0.01%	Reduced
574	TCOV Trust Company of Vermont Brattleboro, Vermont	$11K	+$3.79K	2	0%	Increased
575	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$10K	-$1.49K	2	0.01%	Reduced